Wealth Management Assistant

1 day ago


Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

We are seeking an enthusiastic and motivated Wealth Management Assistant to join our team at Heat Recruitment Ltd in Welwyn, Hertfordshire. This role offers an exciting opportunity to expand your knowledge and skills in financial planning.

About the Position

In this role, you will work closely with experienced professionals on Admin, Paraplanning and Compliance teams. Your key responsibilities will include:

  • Supporting the preparation of annual review meetings
  • Providing information for Paraplanners to conduct suitability letters
  • Building relationships with clients and communicating effectively
  • Ensuring compliance and documentation are up-to-date
  • Collaborating with the Administration team

The ideal candidate will have 2+ years of experience working in a Financial Advisory practice, in an administrative capacity, and a genuine interest in financial planning and wealth management.

Why Join Us?

At Heat Recruitment Ltd, we offer a competitive salary of £32,500, depending on experience, as well as a range of benefits including medical and dental cover, hybrid working, and flexible working arrangements. Our team is dedicated to creating a supportive and dynamic work environment that encourages growth and development.


  • Operations Assistant

    4 weeks ago


    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    Job DescriptionWe are looking for an experienced Operations Assistant to join our team at Heat Recruitment Ltd. This is an exciting opportunity to work in a dynamic and growing financial planning firm with a rapidly expanding group of companies.About the FirmWe are a leading provider of financial planning services.We pride ourselves on delivering exceptional...


  • Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    Join Our Paraplanning TeamWe are a dynamic and growing financial planning firm seeking a talented Paraplanning Support Specialist to join our team. As a key contributor, you will work closely with experienced professionals on various tasks, including administrative support, paraplanning, and compliance. Your primary responsibility will be to assist with...


  • Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    We are looking for an Administrative Assistant to support our Paraplanning Team in Welwyn, Hertfordshire. This is a fantastic opportunity to develop your skills in financial planning and contribute to the success of our team.About the JobIn this role, you will be responsible for:Preparation of annual review meetingsProviding support for Paraplanners in...


  • Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    We are looking for a skilled and dedicated Paraplanning Team Assistant to join our team at Heat Recruitment Ltd in Welwyn, Hertfordshire.As a Paraplanning Team Assistant, you will work closely with experienced professionals, assisting with annual review meetings, preparing suitability letters, and collaborating with Administrators. We offer a full training...


  • Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    Financial Planning Assistant OpportunityWe are seeking a highly skilled and motivated individual to join our team as a Financial Planning Assistant. This role is ideal for those interested in pursuing a career in financial planning and wealth management.About the RoleYou will work closely with experienced professionals on Admin, Paraplanning, and Compliance...


  • Welwyn Garden City, Hertfordshire, United Kingdom Spicerhaart Full time

    Salary and BenefitsThe successful candidate can expect a competitive salary of £42,000 - £62,000 per year, depending on experience. In addition, you will receive a fully uncapped commission scheme, a company car or £250 monthly car allowance, and a range of other benefits including a laptop, digital marketing package, and dedicated training and coaching.


  • Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    About the JobThis Support Services Coordinator role is an excellent opportunity to join a leading financial planning firm as they continue to expand their services. The successful candidate will have a proven track record in administration and will be able to work effectively in a fast-paced environment.The CompanyRapidly expanding group of companies.Hybrid...


  • Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    Job OverviewWe are seeking an experienced Administrative Liaison to join our team at Heat Recruitment Ltd. In this role, you will be responsible for assisting in paraplanning activities and preparing information for suitability letters.About the RoleThis is a dynamic and growing financial planning firm with a rapidly expanding group of companies.You will...


  • Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    We are seeking a highly organized and detail-focused Paraplanning Team Assistant to join our team at Heat Recruitment Ltd in Welwyn, Hertfordshire.As a Paraplanning Team Assistant, you will work closely with experienced professionals, assisting with annual review meetings, preparing suitability letters, and collaborating with Administrators. We offer a full...


  • Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    We are seeking a skilled and motivated Financial Planning Support Professional to join our team at Heat Recruitment Ltd. Based in Welwyn, Hertfordshire, this role offers an exciting opportunity to further your career in financial planning.About the RoleAs a Paraplanning Team Assistant, you will work closely with experienced professionals on Admin,...


  • Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    We are seeking a motivated and enthusiastic Paraplanning Team Assistant to join our dynamic financial planning firm in Welwyn, Hertfordshire.As a key member of the team, you will work closely with experienced professionals, assisting with annual review meetings, preparing suitability letters, and collaborating with Administrators. We offer a full training...


  • Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    About the RoleWe are seeking a skilled Paraplanning Support Specialist to join our dynamic and growing financial planning firm. As a key member of our team, you will work closely with experienced professionals on various tasks, including administrative support, paraplanning, and compliance. Your primary responsibility will be to prepare information for...


  • Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    About UsAs a growing financial planning firm, we pride ourselves on delivering exceptional services to our clients. With a strong focus on teamwork and collaboration, we are seeking a motivated individual to join our Paraplanning Team as a Team Assistant.Job SummaryThis is an exciting opportunity to further your career in financial planning, with excellent...


  • Welwyn Garden City, Hertfordshire, United Kingdom Tesco Partners Full time

    About the RoleThis is an exciting opportunity to support the growth of our In-House Research team at Tesco Partners.As a Research Manager Assistant, you will work closely with the Research Manager to deliver qualitative research sessions, focusing on recruitment and project management.The ideal candidate will have experience in using qualitative research...


  • Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Financial Planning Assistant to join our team at Blakemore Recruitment. The successful candidate will provide technical support and maintain high standards of compliance.Key responsibilities include:Providing technical assistance in financial planning mattersMaintaining client files and ensuring all compliance procedures are...


  • Welwyn Garden City, Hertfordshire, United Kingdom Tesco Partners Full time

    Role Summary">We are seeking a skilled Procurement Assistant to join our Clothing team (F&F) at Tesco. As a key member of our buying team, you will work closely with the Buying Manager to ensure the planning and delivery of commercial and profitable ranges that meet customer needs.">About You">You will have excellent communication and organizational skills,...

  • Teacher Assistant

    2 months ago


    Welwyn Garden City, Hertfordshire, United Kingdom beBee Professionals Full time £20,000 - £25,000

    We are looking for a Teacher Assistant to support our school in Welwyn Garden City, United Kingdom. The role involves managing classrooms during teacher absences and ensuring that students remain engaged in their work.Key Responsibilities:Supervise and manage classrooms in the absence of the regular teacher.Deliver pre-prepared lesson plans and ensure...

  • Teacher Assistant

    2 months ago


    Welwyn Garden City, Hertfordshire, United Kingdom beBee Professionals Full time £20,000 - £25,000

    We are seeking a Teacher Assistant to join our school in Welwyn Garden City, United Kingdom. The role involves supporting teachers and students in a classroom setting.Key Responsibilities:Supervise and manage classrooms in the absence of the regular teacher.Deliver pre-prepared lesson plans and ensure students remain on task.Maintain discipline in accordance...


  • Welwyn Garden City, Hertfordshire, United Kingdom beBee Professionals Full time £25,000 - £35,000

    We are seeking a Senior Culinary Assistant to manage a specific section of our kitchen, ensuring high culinary standards are met consistently.Key Responsibilities:Oversee the preparation and presentation of dishes in your assigned section.Ensure the quality and consistency of dishes served.Assist in menu development and the creation of daily...

  • Kitchen Assistant

    3 months ago


    Welwyn Garden City, Hertfordshire, United Kingdom beBee Professionals Full time £20,000 - £25,000

    Catering Assistant Job DescriptionWe are seeking a highly motivated and organized Catering Assistant to join our team at beBee Professionals in Welwyn Garden City, United Kingdom.Key Responsibilities:Assist the kitchen staff in preparing and serving high-quality food to customers in a fast-paced environment.Maintain a clean and hygienic kitchen and dining...